Ridgewood Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.1K | Hold |
440
| – | – | 0.02% | 379 |
|
|
2025
Q1 | $34.9K | Hold |
440
| – | – | 0.02% | 364 |
|
|
2024
Q4 | $34.2K | Hold |
440
| – | – | 0.02% | 368 |
|
|
2024
Q3 | $34.6K | Sell |
440
-110
| -20% | -$8.64K | 0.02% | 366 |
|
|
2024
Q2 | $40K | Buy |
+550
| New | +$40K | 0.02% | 348 |
|
|
2023
Q3 | – | Sell |
-550
| Closed | -$35K | – | 314 |
|
|
2023
Q2 | $35K | Hold |
550
| – | – | 0.02% | 378 |
|
|
2023
Q1 | $34K | Buy |
+550
| New | +$34K | 0.02% | 398 |
|
|
2020
Q1 | – | Sell |
-4,362
| Closed | -$231K | – | 168 |
|
|
2019
Q4 | $231K | Hold |
4,362
| – | – | 0.16% | 157 |
|
|
2019
Q3 | $216K | Hold |
4,362
| – | – | 0.17% | 159 |
|
|
2019
Q2 | $211K | Hold |
4,362
| – | – | 0.17% | 161 |
|
|
2019
Q1 | $205K | Hold |
4,362
| – | – | 0.17% | 162 |
|
|
2018
Q4 | $208K | Hold |
4,362
| – | – | 0.17% | 155 |
|
|
2018
Q3 | $208K | Buy |
+4,362
| New | +$208K | 0.17% | 156 |
|
|
2018
Q1 | – | Sell |
-4,362
| Closed | -$201K | – | 152 |
|
|
2017
Q4 | $201K | Buy |
+4,362
| New | +$201K | 0.18% | 136 |
|